EventPro Planner Manual

Choose Where to Create Action

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Choose Where to Create Action

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Choose Where to Create Action

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Click to expand/collapse textEvent Maintenance Screen

Find the relevant event in the Event Maintenance screen and click on the Actions tab.

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Click to expand/collapse textEvent Attendees Tab of the Event Maintenance Screen

After you find the relevant event in the Event Maintenance screen, click on the Attendees tab and the View Attendees tab.  Find the attendee in a Single View or click to highlight the attendee in a List View. Click the Actions tab at the bottom of the screen.

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Click to expand/collapse textEvent Exhibitors Tab of Event Maintenance Screen

After you find the relevant event in the Event Maintenance screen, click on the Exhibitors tab and the View Exhibitors tab.  Find the exhibitor in a Single View or click to highlight the exhibitor in a List View. Click the Actions tab at the bottom of the screen.

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Remember that the Attendees Module and the Booths and Exhibitors Module are optional modules in EventPro Planner.  If you have not purchased these modules, you will not see the related tabs and screens.

Click to expand/collapse textCompanies/Contacts Screen

Search for the relevant company or contact in the Companies/Contacts screen.  Bring up the company or contact in a Single View tab or click to highlight the company or contact in a List View tab.  Click on the Actions tab at the bottom of the screen.

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Click to expand/collapse textActions Screen

In the Actions screen, click on either the List View or Calendar View tab.

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